manquer

9 ms·

121.
by manquer 6mo ago
GDP adjustments are warranted, but it is more stark than both the estimates suggest. The megaprojects of the previous generations all had decades long depreciation schedules. Many 50-100+ year old railways, bridges, tunnels or dams and othe
122.
by manquer 6mo ago
> Young children seem to pick it up with ease. It cannot be that hard It is other way around. Children can pick up a lot of skills that adults struggle at, like languages for example. Plenty of research has shown reduced plasticity of th
123.
by manquer 6mo ago
It is not the comparison to make, which is why I focused on the league’s tv revenue which is what is relevant , i only bought up Madrid’s valuation to ask where is Laliga ‘s $5B coming from. Real Madrid owns the Bernabeu a valuable piece of
124.
by manquer 6mo ago
Real Madrid alone is more than $5B ? Maybe you mean to say league association is worth 5B ? That seems too high the association does not have lot of margins they pass through most of their revenue to the clubs . The last domestic TV deal th
125.
by manquer 6mo ago
I heard the same story many times before. Devops engineers did not know 101 of cable management or what even a cage nut is and being amazed to see a small office running 3 used dell servers bought dirt cheap, and shocked when it sounded lik
126.
by manquer 6mo ago
> Anything new generated by an AI is public domain[1] Language models do generate character for character existing code on which they are trained on . The training corpus usually contain code which is only source available but is not F
127.
by manquer 6mo ago
I did read that before commenting, to be clear - the specific nature of your proposed optimization is not important and I took your premise to be true ie it will improve fuel efficiency and therefore save some money. — In general, the poin
128.
by manquer 6mo ago
Only TCO matters, that is the efficiency you actually optimize for, ie dollar per mile[1]not miles per gallon. If the car is going to need to be in shop for days needing you to have a replacement rental because the model is difficult to ser
129.
by manquer 6mo ago
In addition to usage distribution aspects others called out . $1K is not actual cost, just API pricing being compared to subscription pricing. It is quite possible that API has a large operating margins, and say costs only $100 to deliver
130.
by manquer 6mo ago
Yes, if you know what you want exactly it is not difficult to rewrite. Writing is the easiest part of coding. The challenge is knowing exactly what is needed. No matter how bad the code, it is never easy to justify a rewrite . In a large an
131.
by manquer 6mo ago
Vibe coding in my opinion is analogous to say borrowing on a credit card to gamble on a startup. Occasionally, in IRL you hear the feel good story how Fred smith gambled the last $5,000 to save FedEx and so on, but most people with that min
132.
by manquer 6mo ago
Workloads emerge with higher capacity not other way around. Lossless media, to virtual reality applications all scale better with more available bandwidth. An average AAA game is 100-200GB today. That is not by accident, The best residentia
133.
by manquer 6mo ago
You can still survive without using generative tools. Just not writing crud apps . There is plenty of code that require proof of correctnesss and solid guarantees like in aviation or space and so on. Torvalds in a recent interview mentioned
134.
by manquer 6mo ago
My code base is two monorepos 10M+ lines. I have the same experience as you - run 3-6 agents with remote devcontainers and tmux and rarely break the 75% usage, never had the weekly limit stop me. My observations are these things impact both
135.
by manquer 6mo ago
> about discounted future cash flows. discounted future cash flows is discounted by risk. There is a lot of risk on growing future revenue is the point. >seems logical that there could/will be far more demand for launch if the pr
136.
by manquer 6mo ago
The comparison was not about the strength of the business, it was about how the attempt to IPO and the original S-1 was the trigger for more realistic price discovery for Wework My comment was that it is possible that by trying/becomi
137.
by manquer 6mo ago
As I mentioned at the end, if the pitch was just for the launch (and starlink) it would be an easy sell. The problem is launch market is not worth 1.5+ trillion though, you need much more than just starlink and all the satellites today to
138.
by manquer 6mo ago
>float a fairly small issuance SpaceX are widely reported to be planning to raise $75Billion in new capital. It may seem small a % for the valuation target. However that is about 3 times previous highest raise of $29B when Saudi Aramco w
139.
by manquer 6mo ago
In the short term there are distortions and inefficiencies. It may feel like free market is done . However in the long term, economics usually finds the most efficient way. Maintaining inefficient structures like tariffs or monopolies becom
140.
by manquer 6mo ago
Diluting the index entry rules, only devalues the index utility. When it becomes a bigger problem, other indices with higher quality controls will out compete the current ones and be used by asset managers seeking safety. More likely than n
141.
by manquer 6mo ago
I am reminded of the "I declare bankruptcy" meme from the 2000's TV series Office. When we say reporting it means there are statutory submissions with an auditor signing off, with legal liability. As the other reply reference
142.
by manquer 6mo ago
They aren't reporting anything yet. What we hearing is just from news media who get their leaks/info from investors who get some form of IR reports/ presentation. Both will do public reporting only when they IPO[4] and have r
143.
by manquer 6mo ago
Naming conventions can reveal a lot about how teams internally are thinking about roadmap and product decisions. That cannot be reversed when obfuscated.
144.
by manquer 6mo ago
Not employees are hired though, a fair amount are added through acquisitions. Reducing staff could be just streamlining redundancies . Not the case here [1], but it not always bad planning. Even without acquisitions, business conditions can
145.
by manquer 6mo ago
In the context of knowledge workers, It is really about Claude Cowork against Microsoft Copilot suite for all their applications, which is what the OP is referencing ? Github Copilot can use Claude APIs and has its own problems and challeng
146.
by manquer 6mo ago
First I thought they were AWS lambda functions, perhaps possible if they are over-provisioned for very concurrency or something similar $25k/month is in realm of possibility. But no, the the post is talking about just RPC calls on k8s
147.
by manquer 7mo ago
Well there is https://en.wikipedia.org/wiki/Benford%27s_law . All digits do not appear in equal frequency in real world in the first place.
148.
by manquer 7mo ago
Perhaps not, However Gamification of fitness is huge motivation for many people to keep exercising and maintaining the rhythm which in fitness is quite important. Such social sharing + gamification systems are no different than Github contr
149.
by manquer 7mo ago
It is just not rent that will go up. Menlo Park today has free and ample parking downtown. RWC is paid parking anywhere within few blocks of downtown, all the garages are paid, the garage on Jefferson Av charges more on Sundays. Same thing
150.
by manquer 7mo ago
To be fair it is not the city/elected officials who wants to retain the parking lots. The downtown redevelopment would probably make the city a lot of money. It is the businesses around downtown who are pushing the save downtown campai

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